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iShares MSCI ACWI ETF
ACWI

509 hedge funds and large institutions have $9.06B invested in iShares MSCI ACWI ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $303M | Put options by funds: $227M

2% more capital invested

Capital invested by funds: $8.93B → $9.06B (+$134M)

0.97% less ownership

Funds ownership: 52.59% → 51.62% (-0.97%)

1% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 161

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

2% less funds holding

Funds holding: 517 → 509 (-8)

12% less funds holding in top 10

Funds holding in top 10: 51 → 45 (-6)

Holders
509
Holders Change
-8
Holders Change %
-1.55%
% of All Funds
8.91%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.79%
New
29
Increased
159
Reduced
161
Closed
31
Calls
$303M
Puts
$227M
Net Calls
+$76.3M
Net Calls Change
+$31.2M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$149M
2
Bank of America
Bank of America
North Carolina
+$113M
3
JHCM
Juniper Hill Capital Management
California
+$103M
4
USAA
United Services Automobile Association
Texas
+$102M
5
Morgan Stanley
Morgan Stanley
New York
+$92.5M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$372M
2
UBS Group
UBS Group
Switzerland
-$158M
3
Northern Trust
Northern Trust
Illinois
-$155M
4
Citadel Advisors
Citadel Advisors
Florida
-$81.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$75.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
526
Beaumont Financial Advisors
Massachusetts
– -$252K -2,489 Closed
LDB
527
Lee, Danner & Bass
Tennessee
– -$202K -2,000 Closed
PC
528
Port Capital
Illinois
– -$202K -2,000 Closed
CB
529
CNB Bank
Pennsylvania
– -$67K -665 Closed
WP
530
WealthShield Partners
North Carolina
– -$49K -485 Closed
JWA
531
JFS Wealth Advisors
Pennsylvania
– -$48K -475 Closed
KFP
532
KB Financial Partners
New Jersey
– -$47K -467 Closed
MHR
533
Matthew Hamilton Rosenberg
– -$44K -439 Closed
RDWM
534
Red Door Wealth Management
Tennessee
– -$26K -266 Closed
BCM
535
Barometer Capital Management
Ontario, Canada
– -$13.7K -135 Closed
FPW
536
Flagship Private Wealth
Massachusetts
– -$7.8K -76 Closed
TRCT
537
Tower Research Capital (TRC)
New York
– -$7K -66 Closed
18 19 20 21
22

ACWI Hedge Fund Activity: Q3 2021 in Review

509 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2021, worth a combined $9.06B — up 1.5% from $8.93B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ACWI and 29 opened new positions — a net loss of 2 holders — while 161 trimmed existing stakes and 159 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $149M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $372M.

  • 509 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2021, down from 517 in Q2 2021.
  • Funds reported $9.06B of iShares MSCI ACWI ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 29 funds opened new iShares MSCI ACWI ETF positions in Q3 2021 and 31 closed out, a net change of -2 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $149M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2021 was BNP Paribas Financial Markets, an estimated $372M sold.

Based on aggregated 13F filings for Q3 2021.